Callie Brooks
Investment adviser representative at &wealth Partners
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$508.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- &wealth PartnersJul 2023 to now
- Comerica BankOct 2021 to Jul 2023
- Jensen Beach Property Management, LLCFeb 2020 to Oct 2021
- Bass Realty Management Services, LLCSep 2019 to Feb 2020
- Johnson UniversityAug 2019 to Oct 2019
- Wells Fargo Bank, N.A.Jun 2012 to Aug 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
&wealth Partners
Legal name: And Wealth Partners, LLC
$508.2MAssets managed
103Clients
3Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7807448
- Firm CRD
- 149136